Get the free Beneficiary Designation Form - Perfect401(k)

Beneficiary Designation Form INSTRUCTIONS: QUESTIONS:Each Primary & Contingent group should sum to 100×. If married, you MUST list your spouse as the sole Primary beneficiary. Complete Step 3 ONLY

How to fill out beneficiary designation form

How to fill out beneficiary designation form

1. Obtain a beneficiary designation form from the appropriate financial institution or insurance company.
2. Read the instructions carefully and gather all relevant information, including the names and contact details of your desired beneficiaries.
3. Provide your personal information, such as your full name, Social Security number, and date of birth.
4. Clearly state the percentage or specific amount you wish to allocate to each beneficiary.
5. Consider adding contingent beneficiaries who would receive the assets if your primary beneficiaries predecease you.
6. Sign and date the form in the presence of a witness, as required.
7. Notify your beneficiaries about the designation and keep a copy of the form for your records.
8. Review and update the beneficiary designation form periodically or after any major life events, such as marriage, divorce, or the birth of a child.

Who needs beneficiary designation form?

1. Anyone who wants to designate who should receive their assets or insurance benefits upon their death needs a beneficiary designation form.
2. This form is commonly required by financial institutions, retirement plans, life insurance policies, and other estate planning tools.
3. Individuals who have dependents, such as spouses, children, or other family members, often utilize beneficiary designation forms to ensure their loved ones are provided for in the event of their passing.
4. It is also relevant for individuals who wish to designate charities, trusts, or other organizations as beneficiaries of their assets.

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